+678.3%
DELL vs GRMN
+179.1%
+499.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.5% | +0.8% |
| 7D | +8.7% | -1.4% | +10.1% | +9.4% |
| 30D | +16.9% | -13.1% | +30.0% | +24.3% |
| 3M | +40.4% | +14.9% | +25.5% | +30.4% |
| 6M | +267.1% | +13.1% | +254.0% | +242.9% |
| YTD | +329.1% | +35.3% | +293.8% | +266.0% |
| 1Y | +346.9% | +16.0% | +330.9% | +308.2% |
| All | +678.3% | +179.1% | +499.3% | +485.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded GRMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling